About Us

Ardent Adds Value to Your Practice and Your Clients

Ardent Retirement Planning LLC is a multifaceted marketing and lead generation arm of Dalton Strategic, an OSJ of Securities America.  The programs are offered only to the advisors of Dalton Strategic.  Our mission is to provide our advisors with an exclusive opportunity to increase their business while growing the revenues and profitability of the OSJ.  Our success is inherently tied to the success of our advisors.  Our objective is to put qualified prospects together with advisors that can close business.  Ardent focuses on three specific markets to achieve these goals.

Contemporary business people working in team in the office

Our proven approach to marketing and lead generation also drives our recruitment efforts to grow the OSJ.  During 2015 alone, we have successfully recruited $6.5 million of GDC and landed the number one adviser under age 40 in the state of California.  We anticipate that we will be able to drive substantial top line revenue growth because of our unique value proposition.

Ardent advisors are also able to leverage the NextPhase Retirement Income Distribution Program that Securities America offers.  NextPhase is a time segmented bucket strategy that advisors can use to dramatically differentiate themselves from other competitors. Instead of being a “product oriented broker”, NextPhase provides an excellent opportunity for the advisors to position themselves as a “solutions provider”.  The NextPhase presentation provides a 17 page easy to read report with graphs and charts designed to show the client what their income will be for the next 25 years.  Although the 401k space can be crowded, NextPhase is a great differentiator that Ardent advisors can use to set themselves apart.

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA